Google (GOOG) is a buy due to strong revenue growth (24% YoY to $119.8B), significant cloud growth (82% YoY), raised capex guidance, and a strong analyst buy rating with a high price target.
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The creator identifies four stocks they are buying during a market downturn: Applied Optoelectronics (AAOI)...
Jul 29, 2026
The creator identifies four stocks they are buying during a market downturn: Applied Optoelectronics (AAOI), Nebius (NBIS), the Roundhill Memory ETF (DRAM), and Google (GOOG). They provide brief rationales for each, citing recent performance, business fundamentals, and analyst price targets.
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Nebius (NBIS) is a buy despite a ~40% monthly drop, driven by strong AI cloud revenue growth, significant capital raises, and strategic partnerships with NVIDIA and Meta.
Applied Optoelectronics (AAOI) is a buy due to its significant price drop, strong revenue growth, and high analyst price targets, despite recent market weakness.